Zebra Smash - Real Financial Planners | Real Conversations

Episode 75 - Veres Technology Survey

Informações:

Synopsis

The new technology survey from Bob Veres and Joel Bruckenstein has some jaw-dropping findings.  Can it possibly be true that only 7.8% of advisors use tax planning software? Find out which software solutions are up, which ones are down, and which ones you've never heard of have a surprising market share.